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Register your details with us.If your firm is directly authorised, you will need to register for our Terms of Business which you can do through Origo's Agency Registration Service. This service allows you to complete an online application for Terms of Business which is then issued to us, and any other participating product providers with whom you wish to establish a relationship.Alternatively, please print and return our Intermediary Registration Form.If you are a subsidiary account of a directly authorised firm, you can register by posting or emailing BAdistribution@omwealth.com the following details:• the name and FCA number of the directly authorised firm• your firm name and address• your sort code and bank account.

Choose a ‘Master User’ for your company for the Old Mutual Wealth platformA master user should be a person of authority at your company who can be responsible for managing the user details for your firm’s platform account.Master users are able to:• set up additional users with access to your firm’s account• reset user password• remove access for employees that have left the business• publish and update your model portfolios for colleagues to use for new and existing business.If you complete our Intermediary Terms of Business form in step 2, you can enter the details of your master users on there. Otherwise your authorised signatory can complete our master user registration form and send it to us following the instructions on the form after you have registered your details with us.TIP: We recommend having more than one master user in case of absence.

Set up access to AdviserViewIf you require access to accounts held with Old Mutual Wealth Life Assurance Limited, you will need to register separately for our AdviserView site. Each individual user will need to register. Find out more about registering, or register now.

We will confirm completion of your registration by email to the authorised signatory. Then one of our E-Business Specialists will contact you within 14 days of the confirmation, to discuss the training and support we can provide to you and your company on using our online services and financial planning tools to their full potential. They can also show you how they can fit in with and complement your own processes, and drive efficiencies for your business.

Shortly afterwards you will be assigned either a phone or field-based Wealth Management Consultant, who will be your main point of contact. They deliver a high quality business consultancy service to advisers, and are responsible for articulating Old Mutual Wealth’s proposition. They are focused on helping you identify opportunities within your businesses, and can help you to convert opportunities into positive outcomes for your clients.